12 SMART Goals Examples for Bank Tellers

In the fast-paced banking world, bank tellers have a lot to juggle. As gatekeepers of customers’ financial information, they must be able to balance customer service with risk management and data accuracy.

While a banking career can be highly gratifying, it also requires a great deal of discipline and hard work. To succeed in your career, it would be best to create SMART goals. This article will cover examples of SMART goals to become a successful bank teller.

What is a SMART Goal?

Bank tellers must create their goals in tandem with the SMART framework. SMART is an acronym standing for: Specific, Measurable, Attainable, Relevant, and Time-based.

Are you still unsure? SMART goals are:

  • Specific: Be as precise as possible when setting your goals.
  • Measurable: Bank tellers should have a way to monitor their goals and objectives; this SMART component is vital for lasting success.
  • Attainable: Make sure you pursue goals within your abilities. At the same time, they should be challenging enough to motivate you.
  • Relevant: Your goals must be driven by your core values. Doing so will tie your goals to the bigger picture.
  • Time-based: You need to have a goal completion date to foster a sense of urgency.

Fulfilling all 5 of your SMART components will help you realize career success as a bank teller. You will take proper action to squeeze out your full potential.

12 SMART Goals Examples for Bank Tellers

Here are 12 examples of SMART goals for bank tellers:

1. Improve Customer Service

“My goal is to increase customer satisfaction by 5% within 6 months, which I will measure by tracking customer feedback surveys. I plan to provide a higher level of customer service by offering tailored solutions to meet customers’ needs.”

Specific: The SMART goal is well-defined, detailing the objective and how it will be met.

Measurable: The bank teller can measure customer satisfaction by tracking customer feedback surveys.

Attainable: This goal can be achieved by offering tailored solutions and providing higher customer service.

Relevant: Improving customer satisfaction is relevant to the success of the bank.

Time-based: There is a 6-month deadline for accomplishing this goal.

2. Strengthen Teamwork

“I’ll work with my team to build better working relationships, communicate more effectively and become more proactive in achieving our goals. By the end of this quarter, I will create a team charter that outlines our collective goals and responsibilities.”

Specific: The goal establishes the steps you must take to strengthen team relationships (working together, communicating, and being proactive).

Measurable: You can determine how well you’ve worked together and communicated and the completion of the team charter.

Attainable: This realistic goal can be accomplished with hard work and collaboration.

Relevant: Strengthening team relationships is critical for success in the banking industry.

Time-based: The statement should be completed by the end of the quarter.

3. Accurately Process Transactions

“I want to accurately process at least 95% of bank transactions within my assigned window of time in three months. I will achieve this goal by consistently following the bank’s protocols and utilizing the latest technology available.”

Specific: This goal is explicit because it describes the rate of accuracy and time frame for completing transactions.

Measurable: You can monitor the accuracy of transactions over time.

Attainable: An accuracy rate of 95% is achievable with proper protocol and technology utilization.

Relevant: The goal is appropriate to process transactions accurately.

Time-based: Goal attainment is expected within three months.

4. Build Customer Relationships

“I will create meaningful customer relationships by actively engaging in conversation and listening to their financial needs. I want to build a connection with customers so that they feel comfortable coming to me for help. I’ll track my progress by recording the number of times I’ve had successful customer interactions in the past month.”

Specific: The statement is clear. The bank teller knows they must actively engage in conversation and listen to customers’ financial needs.

Measurable: Record the number of times you’ve had successful customer interactions in the past month.

Attainable: This is absolutely doable if given the necessary resources and time.

Relevant: The goal is appropriate for the bank teller’s desire to build meaningful customer relationships.

Time-based: You will pursue this target over one month.

5. Adhere to Protocols and Procedures

“I will adhere to the bank’s protocols and procedures correctly and consistently. I plan to review these documents regularly, be mindful of changes, and follow the protocols to the letter. I’ll ensure that all my transactions adhere to these regulations over two months.”

Specific: You have an actionable plan—review the bank’s protocols and procedures regularly and ensure all transactions follow the rules.

Measurable: You can measure the success of your goal over two months.

Attainable: This is a reasonable goal you can achieve if you review the documents regularly.

Relevant: This goal directly relates to following the bank’s protocols and procedures correctly.

Time-based: You have two months to ensure all transactions adhere to protocols.

6. Monitor Cash Levels Carefully

“To ensure all cash transactions are conducted properly and securely, I’ll monitor the branch’s cash levels for the 8 months ahead. I will count the cash at the start and end of every shift, verify it against our records, and make sure there are enough funds to cover any withdrawals.”

Specific: This goal is clear because it outlines the particular action that must be taken—monitoring cash levels for 8 months.

Measurable: The measurable part of this goal is to increase the accuracy and security of cash transactions.

Attainable: This SMART goal is achievable if the teller pays attention to their work and counts the cash carefully.

Relevant: Monitoring cash levels is a pertinent goal for any bank teller because it helps to ensure the security of transactions.

Time-based: The goal must be reached within 8 months.

7. Practice Ethical Conduct

“I will adhere to a professional and ethical code of conduct in all my interactions with customers, colleagues, and other stakeholders. I will take a proactive approach to promote positive ethical practices. I’ll strive for honest, transparent compliance with all our bank’s policies and procedures.”

Specific: This clearly outlines the objective of adhering to a code of conduct and promoting ethical practices.

Measurable: You will track customer interactions that demonstrate professionalism and ethical conduct.

Attainable: The statement is viable as it promotes a positive approach to meeting the bank’s internal policies and procedures.

Relevant: This is pertinent for bank tellers as it ensures the ethical conduct of all their interactions with customers and colleagues.

Time-based: You should consider this goal ongoing and pursue it on a daily basis.

8. Expand Professional Networking


“To grow professionally and ensure my work is in line with current industry standards, I’ll expand my professional network by attending two banking-related conferences or seminars in the following 5 months. I will also reach out to three new contacts from each event.”

Specific: This goal is to increase the number of professional contacts connected with banking.

Measurable: Make sure you attend two banking-related conferences or seminars and connect with three contacts from each event.

Attainable: You’ll achieve this by dedicating time to attending the events and reaching out to contacts.

Relevant: This is essential in staying up-to-date with the banking industry standards.

Time-based: There is a 5-month end date for meeting this particular goal.

9. Boost Productivity With Technology

“I want to increase my efficiency and productivity as a bank teller by investing in new technology within three months. I will research and learn how to use new software, set up automated services, and develop better customer service processes.”

Specific: The bank teller wants to increase efficiency and productivity by investing in new technology.

Measurable: You will research and learn how to use new software, set up automated services, and develop better customer service processes.

Attainable: This is feasible because the person takes actionable steps to achieve the goal.

Relevant: This goal is pertinent since it focuses on increasing productivity in a necessary job function.

Time-based: You have set a three-month deadline for achieving the goal.

10. Pursue Education and Certifications

“I’ll pursue at least one financial-related education and certification program within one year to gain new skills and increase my value as an employee. This could be anything from a banking certificate to financial planning certifications, and I plan to use this new knowledge to benefit the bank.”

Specific: The goal states the desired outcome, timeline, and what will be done to achieve it.

Measurable: You could monitor the completion of the educational program.

Attainable: This is doable because it involves taking on a course or certification program that can be done within one year.

Relevant: This goal is appropriate because it allows the bank teller to gain valuable knowledge and skills that could benefit the institution in the long run.

Time-based: One year is the required timeline for goal achievement.

11. Reduce Waiting Times

“I want to reduce the waiting time of customers at the teller line by 20% after 6 months. I will achieve this by optimizing the process, training staff to be more efficient, and introducing new technology that will speed up transactions.”

Specific: This is evident as it states what must be done to reduce waiting times.

Measurable: You could evaluate the waiting times before and after 6 months.

Attainable: This goal is achievable as long as the resources are available and the process is optimized.

Relevant: Reducing customer wait times is a priority for many banks, making this a suitable goal.

Time-based: This goal has a 6-month timeline to be completed.

12. Manage Difficult Customers

“I aim to learn and implement a system for managing difficult customers by the end of this quarter. I’ll learn how to de-escalate conversations, remain polite and professional in the face of hostility, and identify when it’s necessary to involve more senior staff.”

Specific: The aim is to learn and implement a system for managing difficult customers.

Measurable: You can check off when you’ve learned the system and when it’s been implemented.

Attainable: Learning a system is not difficult to accomplish with the right resources.

Relevant: Implementing a system for managing demanding customers will help your bank better deal with challenging situations.

Time-based: You should ideally meet this goal by the end of this quarter.

Final Thoughts

SMART goals are essential for bank tellers to progress in their careers. The SMART framework provides structure, encourages innovation, and offers a viable path to success.

This post discussed real-world examples of SMART goals that can help bank tellers grow and improve. By utilizing these goals, bank tellers can ensure that they are consistently striving toward new heights in their careers.

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Rei Shen

Rei is the founder of Success in Depth. Based in Washington, he graduated with a bachelor’s degree in Computer Science. He brings years of experience in goal setting to empower readers to reach their aspirations.